Filed September 21, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Service code 16 · EIN 20-2480800 | Consulting | $18,349 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,595 | $67,598+119.8% | $75,886+95.8% | $77,787+91.0% |
| Participation rate | 94.8% | 69.6%+25.3pp | 69.3%+25.5pp | 73.2%+21.6pp |
| Annual return | 18.70% | 23.18%-4.5pp | 30.76%-12.1pp | 32.57%-13.9pp |
| Employer contribution / active EE | $3,054 | $2,430+25.7% | $2,500+22.1% | $2,504+21.9% |
| Participant deferral / active EE | $7,290 | $3,502+108.2% | $3,603+102.3% | $3,967+83.7% |
| Admin fee / account holder | -$36 | $96-137.3% | $5,418-100.7% | $100-135.9% |